NRI
CBXY

NFP Retirement Inc’s Calamos Bitcoin 90 Series Structured Alt Protection ETF - July CBXY Stock Holding History

NFP Retirement Inc’s Portfolio CBXY Stock Details CBXY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-8,794
Closed -$204K – 324
2025
Q4 		$204K Buy
+8,794
New +$215K 0.01% 295

Other funds holding CBXY

MOS
MGO One Seven Beachwood, Ohio $6.06B AUM 28.9% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Calamos Advisors
Calamos Advisors Naperville, Illinois $30.1B AUM 30.03% 1-Year Est. Return
SWASL
Spartan Wealth Advisory Services LLC Bingham Farms, Michigan $1.22B AUM
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
CWM
Calamos Wealth Management Naperville, Illinois $3.31B AUM 32.95% 1-Year Est. Return
AW
Ankerstar Wealth Leander, Texas $119M AUM
ACA
Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return
GWANC
Guardian Wealth Advisors (North Carolina) Raleigh, North Carolina $1.78B AUM 19.66% 1-Year Est. Return

NFP Retirement Inc's CBXY Position: Q1 2026 in Review

NFP Retirement Inc sold out of Calamos Bitcoin 90 Series Structured Alt Protection ETF - July (CBXY) in Q1 2026, closing a stake of 8,794 shares — an estimated $204K sold.

NFP Retirement Inc first reported a position in CBXY in Q4 2025 and held it in 1 quarter. The position peaked at $204K in Q4 2025. 9 funds tracked by Wall St. Rank hold CBXY as of Q1 2026.

  • NFP Retirement Inc reported no remaining Calamos Bitcoin 90 Series Structured Alt Protection ETF - July position as of Q1 2026 after selling out during the quarter.
  • NFP Retirement Inc sold 8,794 Calamos Bitcoin 90 Series Structured Alt Protection ETF - July shares in Q1 2026, an estimated $204K.
  • NFP Retirement Inc first reported a position in Calamos Bitcoin 90 Series Structured Alt Protection ETF - July in Q4 2025 and held it in 1 quarter.
  • NFP Retirement Inc's Calamos Bitcoin 90 Series Structured Alt Protection ETF - July position peaked at $204K in Q4 2025.
  • 9 funds tracked by Wall St. Rank held Calamos Bitcoin 90 Series Structured Alt Protection ETF - July as of Q1 2026.

Based on NFP Retirement Inc's 13F filing for Q1 2026, filed 13 May 2026.